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Daniel Pink: Change the Situation, Not the Person

Daniel Pink: Change the Situation, Not the Person

In trying to make positive changes – whether to our diet, exercise regime or finances – we tend to focus on our own behaviors and our own will. But maybe change…

Jamie Hopkins October 3, 2022
Dave Francis: Bringing Technological Transformation to Medicare Shopping

Dave Francis: Bringing Technological Transformation to Medicare Shopping

With too many choices and confusing deadlines, it’s no wonder enrolling for Medicare is one of the most frustrating experiences many Americans will have. But…

Jamie Hopkins September 26, 2022
Patrick Mahoney and Dennis Moore: Making Financial Planning a Profession

Patrick Mahoney and Dennis Moore: Making Financial Planning a Profession

In July 2022, the Financial Planning Association® (FPA®), the leading membership organization for Certified Financial Planners™, announced it will lead the…

Jamie Hopkins September 19, 2022
Paul West: Helping CEOs Strategize Wealth

Paul West: Helping CEOs Strategize Wealth

A couple of years ago, Paul West, managing partner at Carson Wealth, saw a gap in the market to better support business owners and executives. As a one-time business…

Jamie Hopkins September 12, 2022
Hester Peirce and Lori Schock: The SEC’s Quest to Boost Investor Literacy 

Hester Peirce and Lori Schock: The SEC’s Quest to Boost Investor Literacy 

Investor literacy is more important today than ever, given the sea change in how consumers use the stock market, says Lori Schock, director of the Office of Investor…

Jamie Hopkins September 6, 2022
Evan Leaphart: Teaching Kids Why Credit Matters

Evan Leaphart: Teaching Kids Why Credit Matters

Serial entrepreneur Evan Leaphart didn’t realize the importance of a solid credit score until he started seeking financing for his various ventures. Today,…

Jamie Hopkins August 29, 2022

Akeiva M. Ellis: Developing Partnerships to Improve Diversity

Before she began a career in financial advice, Akeiva M. Ellis had ambitions to be a teacher. “It’s funny how I ended up doing that anyway,” she said…

Jamie Hopkins August 22, 2022
Denise Appleby: Answering the Tough Questions on Retirement Plans

Denise Appleby: Answering the Tough Questions on Retirement Plans

Growing up in Jamaica, retirement planning was simple for the friends and family of Denise Appleby, owner of Appleby Retirement Consulting Inc. “People would just…

Jamie Hopkins August 15, 2022
Jeffrey Levine: A Future-Focused Approach to Tax Planning

Jeffrey Levine: A Future-Focused Approach to Tax Planning

Effective tax planning requires a big-picture approach to reduce a client’s tax bill over their whole life. That’s the view of Jeffrey Levine, Chief…

Jamie Hopkins August 12, 2022
Ed Slott: How Taxes Can Kill Retirement Dreams

Ed Slott: How Taxes Can Kill Retirement Dreams

Taxes are the biggest challenge for investors approaching retirement, says Ed Slott, Founder and President of Ed Slott and Company, Professor at The American College…

Jamie Hopkins August 12, 2022
Marguerita Cheng: Retirement Planning is Personal

Marguerita Cheng: Retirement Planning is Personal

The retirement planning work of Marguerita (Rita) Cheng, CFP®, CEO at Blue Ocean Global Wealth, is inspired by lessons from her parents. With a large age gap between…

Jamie Hopkins August 11, 2022
Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

Dr. Roger Ibbotson: Ensuring You Don’t Outlive Your Money

With life expectancies on the rise, retirement can now span decades. How can you make sure your money lasts? In today’s episode of Carson Group and PIMCO’s…

Jamie Hopkins August 10, 2022
Mary Beth Franklin: Making Social Security Work for Clients

Mary Beth Franklin: Making Social Security Work for Clients

What role does Social Security play in a retirement income plan? In today’s episode of Carson Group and PIMCO’s Retirement Income Series, business journalist,…

Jamie Hopkins August 9, 2022
Robert Powell: Helping Advisors Reimagine Retirement Planning

Robert Powell: Helping Advisors Reimagine Retirement Planning

Retirement income planning is not a one-size-fits-all endeavor. Yet many advisors fail to use all of the tools available to them as they plan the best version of…

Jamie Hopkins August 8, 2022
Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Ryan Detrick: Making Sense of the Markets in Times of Turmoil

Ryan Detrick’s experience with the stock market goes back to 1999, during the dot-com boom – and subsequent bubble burst. “It was really fun, and everybody’s…

Jamie Hopkins August 2, 2022
Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill

By Jamie Hopkins, Managing Director, Wealth Services  Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this…

Jamie Hopkins August 2, 2022
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